Ethic Inc’s Barclays BCS Stock Holding History

Ethic Inc’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.9M	Buy	184,212 +9,776	+6%	+$238K	0.06%	314
2025 Q4	$4.44M	Buy	174,436 +6,376	+4%	+$141K	0.07%	278
2025 Q3	$3.47M	Buy	168,060 +10,686	+7%	+$212K	0.06%	326
2025 Q2	$2.93M	Sell	157,374 -12,068	-7%	-$200K	0.05%	341
2025 Q1	$2.61M	Buy	169,442 +5,445	+3%	+$81.5K	0.05%	349
2024 Q4	$2.18M	Buy	163,997 +41,501	+34%	+$538K	0.04%	401
2024 Q3	$1.16M	Sell	122,496 -20,995	-15%	-$246K	0.03%	533
2024 Q2	$1.54M	Buy	+143,491	New	+$1.49M	0.04%	457
2023 Q1	–	Sell	-95,313	Closed	-$743K	–	965
2022 Q4	$743K	Buy	95,313 +23,612	+33%	+$172K	0.04%	449
2022 Q3	$459K	Buy	71,701 +49,107	+217%	+$378K	0.03%	512
2022 Q2	$172K	Buy	22,594 +9,822	+77%	+$77.1K	0.01%	719
2022 Q1	$101K	Buy	12,772 +657	+5%	+$6.7K	0.01%	725
2021 Q4	$125K	Sell	12,115 -11,661	-49%	-$122K	0.01%	639
2021 Q3	$245K	Buy	23,776 +10,008	+73%	+$99.6K	0.03%	530
2021 Q2	$133K	Buy	+13,768	New	+$141K	0.02%	552
2021 Q1	–	Sell	-30,441	Closed	-$243K	–	487
2020 Q4	$243K	Sell	30,441 -11	-0%	-$74	0.06%	350
2020 Q3	$153K	Buy	30,452 +12,435	+69%	+$68.7K	0.06%	320
2020 Q2	$102K	Buy	+18,017	New	+$93.9K	0.06%	263

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return